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PEQSX vs VIVAX
PEQSX vs VIVAX Comparison
Open Charts PEQSX vs VIVAX
Putnam Large Cap Value R6
Price$38.09
Change-$0.21 (-0.55%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$68.98
Change-$0.46 (-0.66%)
VolumeN/A
CapitalizationN/A
PEQSX vs VIVAX Comparison Chart
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PEQSX vs. VIVAX commentary
Nov 15, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PEQSX is a StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. PEQSX (34.9B). VIVAX pays higher dividends than PEQSX: VIVAX (2.25) vs PEQSX (1.52). PEQSX was incepted earlier than VIVAX: PEQSX (12 years) vs VIVAX (32 years). PEQSX is a more actively managed with annual turnover of: 12.00 vs. VIVAX (10.00). PEQSX has a lower initial minimum investment than VIVAX: PEQSX (0) vs VIVAX (3000). PEQSX annual gain was more profitable for investors over the last year : 28.93 vs. VIVAX (27.17). PEQSX return over 5 years is better than : 57.91 vs. VIVAX (52.39).
| PEQSX | VIVAX | PEQSX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 32 years | - |
| Gain YTD | 25.400 | 19.148 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.9B | 184B | 19% |
| Annual Yield % from dividends | 1.52 | 2.25 | 68% |
| Returns for 1 year | 28.93 | 27.17 | 106% |
| Returns for 3 years | 20.94 | 22.68 | 92% |
| Returns for 5 years | 57.91 | 52.39 | 111% |
| Returns for 10 years | 93.60 | 114.10 | 82% |